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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,834 | $106,008-96.4% | $92,240-95.8% | $147,586-97.4% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $437 | $4,333-89.9% | $3,680-88.1% | $4,876-91.0% |
| Participant deferral / active EE | $2,938 | $4,478-34.4% | $3,897-24.6% | $5,439-46.0% |
| Admin fee / account holder | $21 | $6,333-99.7% | $5,194-99.6% | $10,886-99.8% |